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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $55,716 |
SAGEVIEW ADVISORY GROUP, LLC4 years Service code 27 · EIN 33-0818667 | Advisory (Plan) | $21,000 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,761 | $101,672+2.1% | $147,117-29.5% | $74,478+39.3% |
| Participation rate | 95.2% | 75.5%+19.6pp | 82.2%+13.0pp | 67.2%+28.0pp |
| Annual return | 12.91% | 8757.83%-8744.9pp | 420.54%-407.6pp | 1370.56%-1357.7pp |
| Employer contribution / active EE | $1,148 | $3,813-69.9% | $4,932-76.7% | $2,626-56.3% |
| Participant deferral / active EE | $9,073 | $7,305+24.2% | $8,065+12.5% | $4,350+108.6% |
| Admin fee / account holder | $248 | $1,753-85.9% | $12,993-98.1% | $1,946-87.3% |